Matthew Hamilton Rosenberg’s Barclays BCS Stock Holding History

Matthew Hamilton Rosenberg’s Portfolio BCS Stock Details BCS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$32.5K	Hold	1,534	–	–	0.01%	481
2025 Q4	$39K	Hold	1,534	–	–	0.01%	457
2025 Q3	$31.7K	Hold	1,534	–	–	0.01%	479
2025 Q2	$28.5K	Hold	1,534	–	–	0.01%	512
2025 Q1	$23.6K	Hold	1,534	–	–	0.01%	517
2024 Q4	$20.4K	Buy	1,534 +1,470	+2,297%	+$19K	0.01%	535
2024 Q3	$778	Hold	64	–	–	﹤0.01%	787
2024 Q2	$696	Hold	64	–	–	﹤0.01%	754
2024 Q1	$595	Hold	64	–	–	﹤0.01%	795
2023 Q4	$504	Hold	64	–	–	﹤0.01%	824
2023 Q3	$499	Hold	64	–	–	﹤0.01%	821
2023 Q2	$503	Hold	64	–	–	﹤0.01%	843
2023 Q1	$460	Hold	64	–	–	﹤0.01%	883
2022 Q4	$499	Buy	+64	New	+$467	﹤0.01%	869

Other funds holding BCS

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Natixis Advisors

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return